Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Zeynep Hizir, SS&C Technologies
From Wealth Management / Business Models April 30, 2021

Fintech on Friday: Why intelligent automation can lead to a better client experience

By combining robotic process automation with artificial intelligence, financial firms will be able to free up their staff to really focus on clients, claims Zeynep Hizir from SS&C Technologies

Su Shan Tan, DBS Bank
From Wealth Management / Business Models April 29, 2021

The evolving role of leadership in the post-pandemic world

PWM’s latest research finds leaders overwhelmingly believe they must govern with a strong moral compass and lead by example, while following a clear long-term strategy

Choy Vand der Hooft-Cheong, ABN Amro
From Wealth Management / Profiles April 27, 2021

ABN Amro boxes clever to win market share

ABN Amro’s Choy-Lin van der Hooft-Cheong discusses plans to boost business in the group’s core European markets and the continued importance of face-to-face relationships

PWM 0421 cover
From Wealth Management / Private Banking April 22, 2021

Private banks swarm around family office honey pot

Private banks are setting up specialist teams to target the growing number of family offices, but must better align their structures to accommodate this demanding client segment

Carol Geremia, MFS Investment Management
From Wealth Management / Business Models April 21, 2021

True diversity and inclusion all about culture, not quotas

Leaders across financial services firms are determined to build more diverse workplaces although many are frustrated by the progress

Chioma Nwankwo, Fidelity Bank
From Wealth Management / Business Models April 21, 2021

Mentorship helps Asian and African women to power ahead

Encouraging rising talent is crucial to helping women break the glass ceiling

Adam Johnson, Pictet Asset Management
From Wealth Management / Family Offices April 20, 2021

Investors look to play the generation game

Research suggests family-owned businesses tend to  carry less debt and outperform the wider equity market

Matthias Schulthess
From Wealth Management / Family Offices April 12, 2021

Wealth industry adjusts to meet family clients' growing appetite for alternatives

With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets

Michael Blake, Union Bancaire Privée
From Wealth Management / Family Offices April 8, 2021

Is an integrated model key to serving family offices?

Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families

Magnifying glass with notes
From Wealth Management / Business Models April 7, 2021

Time for wealth industry to re-evaluate client relationships

Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business

Investment themes - including healthcare, the reviving travel industry and likely global dominance of China - are central to understanding the future content of private client portfolios, according to Nannette Hechler-Fayd'herbe, Chief investment officer, International Wealth Management, Credit Suisse

Watch more videos

Wealth Tech Awards 2021

PWM Digital Edition (June/July 2021)

Join our community

           
 

Global Private Banking Awards 2021